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Chicago Capital, LLC 13F Holdings
Holdings from the most recent 13F from Chicago Capital, LLC
Filed: 2025-07-17 (Q2 2025) | Holdings: 354 | Value: $4.1B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| META - META PLATFORMS INC | Reduce 1% $(1.2M) | 5.29% | $214.4M | +8.73% | |||
| AMZN - AMAZON COM INC | Add 4% ($6.5M) | 3.95% | $160.2M | -5.06% | |||
| V - VISA INC | Reduce 1% $(802.8K) | 3.57% | $144.6M | ||||
| NVDA - NVIDIA CORPORATION | Add 1% ($936.2K) | 3.13% | $127.0M | +2.66% | |||
| MSFT - MICROSOFT CORP | Reduce 9% $(12.6M) | 3.11% | $125.9M | +2.58% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(3.6M) | 3.10% | $125.6M | ||||
| UBER - UBER TECHNOLOGIES INC | Add 5% ($6.2M) | 3.01% | $122.0M | -1.55% | |||
| INTU - INTUIT | Add 4% ($4.5M) | 2.95% | $119.4M | +0.79% | |||
| PGR - PROGRESSIVE CORP | Reduce 1% $(993.3K) | 2.64% | $106.8M | -1.86% | |||
| ICE - INTERCONTINENTAL EXCHANGE IN | Add 1% ($982.5K) | 2.61% | $105.9M | ||||
| AAPL - APPLE INC | 2.37% | $95.9M | -3.77% | ||||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 2% ($1.7M) | 2.23% | $90.4M | -5.23% | |||
| NFLX - NETFLIX INC | Add 2% ($1.4M) | 2.19% | $88.5M | -7.58% | |||
| MA - MASTERCARD INCORPORATED | Add 38% ($23.4M) | 2.11% | $85.5M | +1.94% | |||
| TDG - TRANSDIGM GROUP INC | Add 6% ($4.6M) | 2.06% | $83.6M | -11.45% | |||
| VEEV - VEEVA SYS INC | Reduce 1% $(415.8K) | 2.02% | $81.7M | +1.20% | |||
| NOW - SERVICENOW INC | Add 1% ($764.9K) | 2.00% | $81.2M | ||||
| SYK - STRYKER CORPORATION | 1.93% | $78.1M | -2.64% | ||||
| CSGP - COSTAR GROUP INC | Add 2% ($1.6M) | 1.91% | $77.5M | +13.17% | |||
| DXCM - DEXCOM INC | 1.91% | $77.4M | -10.91% | ||||
| LLY - ELI LILLY & CO | Add 7% ($4.5M) | 1.76% | $71.3M | +0.27% | |||
| LAD - LITHIA MTRS INC | Reduce 8% $(5.8M) | 1.65% | $66.8M | -4.28% | |||
| LGND - LIGAND PHARMACEUTICALS INC | Add 3% ($2.0M) | 1.60% | $65.0M | -2.15% | |||
| COST - COSTCO WHSL CORP NEW | 1.56% | $63.2M | -1.56% | ||||
| BSX - BOSTON SCIENTIFIC CORP | Add 18% ($9.4M) | 1.55% | $62.9M | -0.29% | |||
| KRNT - KORNIT DIGITAL LTD | Reduce 1% $(805.5K) | 1.51% | $61.0M | -11.61% | |||
| FICO - FAIR ISAAC CORP | Add 3% ($1.8M) | 1.38% | $56.1M | ||||
| PODD - INSULET CORP | Add 4% ($2.1M) | 1.38% | $55.9M | -1.58% | |||
| ASML - ASML HOLDING N V | Add 5% ($2.6M) | 1.31% | $53.2M | -8.11% | |||
| CRM - SALESFORCE INC | Reduce 20% $(13.6M) | 1.31% | $52.9M | ||||
| DVAX - DYNAVAX TECHNOLOGIES CORP | Reduce 2% $(1.2M) | 1.28% | $51.9M | +3.34% | |||
| IDXX - IDEXX LABS INC | Reduce 1% $(524.0K) | 1.14% | $46.3M | +22.73% | |||
| WDAY - WORKDAY INC | Add 2% ($917.8K) | 1.04% | $42.2M | -3.21% | |||
| JPM - JPMORGAN CHASE & CO. | Add 142% ($24.2M) | 1.02% | $41.2M | ||||
| ZTS - ZOETIS INC | Reduce 25% $(13.0M) | 0.94% | $38.2M | -2.59% | |||
| VRT - VERTIV HOLDINGS CO | New Purchase | 0.87% | $35.3M | ||||
| LOW - LOWES COS INC | Reduce 1% $(240.7K) | 0.83% | $33.7M | +8.85% | |||
| BURL - BURLINGTON STORES INC | Reduce 21% $(8.8M) | 0.83% | $33.5M | ||||
| XOM - EXXON MOBIL CORP | 0.81% | $32.9M | -3.48% | ||||
| PRCT - PROCEPT BIOROBOTICS CORP | Add 35% ($8.4M) | 0.81% | $32.8M | ||||
| TTD - THE TRADE DESK INC | Reduce 14% $(5.1M) | 0.75% | $30.2M | +8.18% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 13% $(4.3M) | 0.72% | $29.1M | +11.89% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($186.0K) | 0.67% | $27.3M | -2.07% | |||
| ETN - EATON CORP PLC | Reduce 3% $(676.9K) | 0.58% | $23.6M | -6.87% | |||
| ORCL - ORACLE CORP | New Purchase | 0.56% | $22.6M | +2.89% | |||
| SPOT - SPOTIFY TECHNOLOGY S A | New Purchase | 0.56% | $22.6M | -9.28% | |||
| PWR - QUANTA SVCS INC | New Purchase | 0.55% | $22.2M | -2.46% | |||
| ISRG - INTUITIVE SURGICAL INC | Add 7% ($1.4M) | 0.52% | $21.1M | -8.31% | |||
| MORN - MORNINGSTAR INC | Reduce 1% $(119.3K) | 0.44% | $17.7M | -10.48% | |||
| GOOG - ALPHABET INC | Add 5% ($880.0K) | 0.43% | $17.6M | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| TYL - TYLER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||